If you have an existing, signed Trust you may benefit from attending one of our workshops. Bring your trust documents with you. We’ll review them onsite and provide you with a 14-point written analysis to determine if your existing plan provides you with the protection you want and need for your family.

If you are married, we strongly recommend that your spouse attend with you.

If you do not currently have a Trust and would like more information, please call our office at 800-698-6918.